Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,490 | $156,963-57.6% | $121,204-45.1% | $139,466-52.3% |
| Participation rate | 95.0% | 76.5%+18.5pp | 69.5%+25.5pp | 80.3%+14.7pp |
| Annual return | 18.49% | 1476.75%-1458.3pp | 987.18%-968.7pp | 373.66%-355.2pp |
| Employer contribution / active EE | $3,022 | $5,544-45.5% | $4,170-27.5% | $4,754-36.4% |
| Participant deferral / active EE | $7,613 | $4,848+57.0% | $4,083+86.5% | $6,712+13.4% |
| Admin fee / account holder | $1,327 | $6,953-80.9% | $5,651-76.5% | $11,409-88.4% |